-22.0%
FND vs PLTU
-44.3%
+22.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.2% | +2.0% | -2.0% |
| 7D | -6.8% | +9.0% | -15.9% | -7.3% |
| 30D | +8.0% | -33.0% | +41.0% | +9.9% |
| 3M | -18.9% | -19.0% | 0.0% | -18.6% |
| 6M | +4.7% | +30.4% | -25.7% | +1.5% |
| YTD | -21.6% | -40.2% | +18.6% | -22.7% |
| 1Y | -22.0% | -37.8% | +15.8% | -23.1% |
| All | -22.0% | -44.3% | +22.3% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling